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The Analysis of Longview Financial Advisors LLC's Holdings & P&L

Currently, Longview Financial Advisors LLC holds 157 types of securities in its portfolio with a total value $184.0M. In the most recent quarter, they have increased their positions in VCIT (+28.3K shares, valued at $2.3M), HELO (+16.0K shares, valued at $1.0M), VGIT (+10.1K shares, valued at $600.2K); decreased their positions in VCSH (-16.2K shares, valued at $1.3M), SUB (-2.6K shares, valued at $272.7K), DFAI (-1.9K shares, valued at $73.8K).

1M P&L

+2.6M+1.35%

3M P&L

+1.9M+1.01%

HY P&L

+10.6M+5.82%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A176.9M

96.5%

2Consumer Electronics1.5M

0.8%

3Farm & Heavy Construction Machinery806.2K

0.4%

Top Industries by Stock Count

1N/A95 stocks

65.1%

2Software - Infrastructure3 stocks

2.1%

3Capital Markets3 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST697.1K shares1.46%2026-03-312026-04-20

JPIE J P MORGAN EXCHANGE TRADED F520.0K shares1.68%2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS268.6K shares-5.68%2026-03-312026-04-20

VCIT VANGUARD SCOTTSDALE FDS218.7K shares14.89%2026-03-312026-04-20

HELO J P MORGAN EXCHANGE TRADED F266.7K shares6.38%2026-03-312026-04-20

VGIT VANGUARD SCOTTSDALE FDS275.5K shares3.80%2026-03-312026-04-20

DFLV DIMENSIONAL ETF TRUST229.0K shares3.19%2026-03-312026-04-20

DFEM DIMENSIONAL ETF TRUST183.6K shares1.16%2026-03-312026-04-20

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DISV DIMENSIONAL ETF TRUST159.6K shares0.85%2026-03-312026-04-20

DFIC DIMENSIONAL ETF TRUST150.5K shares2.14%2026-03-312026-04-20

IEI ISHARES TR31.4K shares-0.14%2026-03-312026-04-20

DFSU DIMENSIONAL ETF TRUST71.3K shares14.23%2026-03-312026-04-20

DFGR DIMENSIONAL ETF TRUST107.9K shares6.48%2026-03-312026-04-20

DFSE DIMENSIONAL ETF TRUST37.5K shares4.15%2026-03-312026-04-20

IGSB ISHARES TR28.6K shares0.00%2026-03-312026-04-20

AAPL APPLE INC5.9K shares-0.14%2026-03-312026-04-20

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DFSI DIMENSIONAL ETF TRUST32.6K shares8.50%2026-03-312026-04-20

DFAI DIMENSIONAL ETF TRUST32.2K shares-5.56%2026-03-312026-04-20

DFIV DIMENSIONAL ETF TRUST22.7K shares-0.79%2026-03-312026-04-20

ACWI ISHARES TR7.2K shares-0.84%2026-03-312026-04-20

DFAU DIMENSIONAL ETF TRUST18.6K shares0.00%2026-03-312026-04-20

CAT CATERPILLAR INC1.1K shares0.00%2026-03-312026-04-20

META META PLATFORMS INC1.4K shares-6.85%2026-03-312026-04-20

DFUV DIMENSIONAL ETF TRUST15.0K shares-1.36%2026-03-312026-04-20

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DLS WISDOMTREE TR8.8K shares-1.33%2026-03-312026-04-20

REET ISHARES TR25.1K shares-0.53%2026-03-312026-04-20

VTI VANGUARD INDEX FDS2.0K shares-3.97%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR4.4K shares0.00%2026-03-312026-04-20

DFAE DIMENSIONAL ETF TRUST16.3K shares0.00%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO1.3K shares30.84%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T527 shares0.00%2026-03-312026-04-20

AMZN AMAZON COM INC1.6K shares-4.37%2026-03-312026-04-20

Sponsored

NVDA NVIDIA CORPORATION1.9K shares0.00%2026-03-312026-04-20

IEFA ISHARES TR3.7K shares0.00%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS5.1K shares0.00%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F5.9K shares-0.08%2026-03-312026-04-20

ALPHABET INC ALPHABET INC1.0K shares0.00%2026-03-312026-04-20

QUAL ISHARES TR1.3K shares0.00%2026-03-312026-04-20

MSFT MICROSOFT CORP649 shares0.00%2026-03-312026-04-20

MS MORGAN STANLEY1.5K shares0.00%2026-03-312026-04-20

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VTV VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION196 shares0.00%2026-03-312026-04-20

AOA ISHARES TR2.2K shares8.04%2026-03-312026-04-20

SPTM SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-04-20

SUSA ISHARES TR1.3K shares0.00%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP1.7K shares-25.95%2026-03-312026-04-20

SCZ ISHARES TR2.0K shares0.00%2026-03-312026-04-20

MDY STATE STR SPDR S&P MIDCAP 40244 shares0.00%2026-03-312026-04-20

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP700 shares0.00%2026-03-312026-04-20

IJS ISHARES TR1.2K shares0.00%2026-03-312026-04-20

WFC WELLS FARGO & CO1.7K shares0.00%2026-03-312026-04-20

SPMD SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-04-20

HMOP HARTFORD FDS EXCHANGE TRADED3.0K shares0.00%2026-03-312026-04-20

JMUB J P MORGAN EXCHANGE TRADED F2.3K shares0.00%2026-03-312026-04-20

JMST J P MORGAN EXCHANGE TRADED F2.0K shares0.00%2026-03-312026-04-20

PH PARKER-HANNIFIN CORP111 shares0.00%2026-03-312026-04-20

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VSGX VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-04-20

EMXF ISHARES TR1.9K shares-1.14%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC102 shares0.00%2026-03-312026-04-20

VTR VENTAS INC1.0K shares0.00%2026-03-312026-04-20

BROADCOM INC BROADCOM INC261 shares0.00%2026-03-312026-04-20

IUSG ISHARES TR515 shares0.00%2026-03-312026-04-20

HEQT SIMPLIFY EXCHANGE TRADED FUN2.4K shares0.00%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC500 shares0.00%2026-03-312026-04-20

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SCHG SCHWAB STRATEGIC TR2.5K shares0.00%2026-03-312026-04-20

IJT ISHARES TR500 shares0.00%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC210 shares0.00%2026-03-312026-04-20

EFA ISHARES TR728 shares-26.32%2026-03-312026-04-20

CGW INVESCO EXCH TRADED FD TR II1.1K shares0.00%2026-03-312026-04-20

ITOT ISHARES TR480 shares0.00%2026-03-312026-04-20

WMT WALMART INC542 shares0.00%2026-03-312026-04-20

JQUA J P MORGAN EXCHANGE TRADED F1.1K shares0.00%2026-03-312026-04-20

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IWD ISHARES TR286 shares0.00%2026-03-312026-04-20

JEPQ J P MORGAN EXCHANGE TRADED F1.1K shares0.00%2026-03-312026-04-20

SPYV SPDR SERIES TRUST1.0K shares0.00%2026-03-312026-04-20

TM TOYOTA MOTOR CORP280 shares0.00%2026-03-312026-04-20

TJX TJX COS INC NEW352 shares0.00%2026-03-312026-04-20

YORW YORK WTR CO1.8K shares0.00%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS1.0K shares0.00%2026-03-312026-04-20

PHM PULTE GROUP INC426 shares0.00%2026-03-312026-04-20

Sponsored

RB GLOBAL INC RB GLOBAL INC497 shares0.00%2026-03-312026-04-20

KRE SPDR SERIES TRUST700 shares0.00%2026-03-312026-04-20

TDG TRANSDIGM GROUP INC38 shares0.00%2026-03-312026-04-20

CRWD CROWDSTRIKE HLDGS INC111 shares0.00%2026-03-312026-04-20

JOBY JOBY AVIATION INC5.0K shares0.00%2026-03-312026-04-20

MINT PIMCO ETF TR406 shares0.00%2026-03-312026-04-20

BLACKROCK INC BLACKROCK INC41 shares0.00%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS850 shares0.00%2026-03-312026-04-20

Sponsored

VIG VANGUARD SPECIALIZED FUNDS175 shares0.00%2026-03-312026-04-20

SHW SHERWIN WILLIAMS CO114 shares0.00%2026-03-312026-04-20

RWT REDWOOD TRUST INC6.0K shares0.00%2026-03-312026-04-20

DLN WISDOMTREE TR348 shares-13.00%2026-03-312026-04-20

GEV GE VERNOVA INC35 shares0.00%2026-03-312026-04-20

ISTB ISHARES TR619 shares0.00%2026-03-312026-04-20

DEM WISDOMTREE TR555 shares-49.68%2026-03-312026-04-20

HD HOME DEPOT INC83 shares0.00%2026-03-312026-04-20

Sponsored

SUB ISHARES TR250 shares-91.11%2026-03-312026-04-20

SYK STRYKER CORPORATION81 shares0.00%2026-03-312026-04-20

SDY SPDR SERIES TRUST182 shares0.00%2026-03-312026-04-20

EOG EOG RES INC182 shares-12.08%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON107 shares-7.76%2026-03-312026-04-20

VBR VANGUARD INDEX FDS120 shares0.00%2026-03-312026-04-20

NOW SERVICENOW INC245 shares0.00%2026-03-312026-04-20

TCBK TRICO BANCSHARES511 shares0.00%2026-03-312026-04-20

Sponsored

UNP UNION PAC CORP100 shares0.00%2026-03-312026-04-20

J JACOBS SOLUTIONS INC187 shares0.00%2026-03-312026-04-20

WM WASTE MGMT INC DEL100 shares0.00%2026-03-312026-04-20

VNQ VANGUARD INDEX FDS254 shares0.00%2026-03-312026-04-20

HON HONEYWELL INTL INC98 shares-19.67%2026-03-312026-04-20

ESGD ISHARES TR222 shares0.00%2026-03-312026-04-20

DHR DANAHER CORP DEL111 shares-13.28%2026-03-312026-04-20

LLY ELI LILLY & CO22 shares0.00%2026-03-312026-04-20

Sponsored

XOM EXXON MOBIL CORP119 shares0.00%2026-03-312026-04-20

EEM ISHARES TR331 shares0.00%2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC49 shares0.00%2026-03-312026-04-20

SPEM SPDR INDEX SHS FDS372 shares0.00%2026-03-312026-04-20

TQQQ PROSHARES TR376 shares0.00%2026-03-312026-04-20

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F166 shares0.00%2026-03-312026-04-20

IVV ISHARES TR22 shares0.00%2026-03-312026-04-20

CVX CHEVRON CORPORATION68 shares-28.42%2026-03-312026-04-20

Sponsored

SPGM SPDR INDEX SHS FDS183 shares-0.54%2026-03-312026-04-20

AVUV AMERICAN CENTY ETF TR111 shares0.00%2026-03-312026-04-20

IWO ISHARES TR38 shares0.00%2026-03-312026-04-20

HOLA J P MORGAN EXCHANGE TRADED F226 shares0.00%2026-03-312026-04-20

IJH ISHARES TR175 shares0.00%2026-03-312026-04-20

BSV VANGUARD BD INDEX FDS150 shares0.00%2026-03-312026-04-20

ALPHABET INC ALPHABET INC40 shares0.00%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE37 shares0.00%2026-03-312026-04-20

Sponsored

PGR PROGRESSIVE CORP48 shares0.00%2026-03-312026-04-20

RTX RTX CORPORATION47 shares0.00%2026-03-312026-04-20

CTAS CINTAS CORP48 shares0.00%2026-03-312026-04-20

AMT AMERICAN TOWER CORP47 shares0.00%2026-03-312026-04-20

LINDE PLC LINDE PLC15 shares0.00%2026-03-312026-04-20

INTU INTUIT13 shares0.00%2026-03-312026-04-20

MCD MCDONALDS CORP18 shares0.00%2026-03-312026-04-20

PINS PINTEREST INC280 shares0.00%2026-03-312026-04-20

Sponsored

IWN ISHARES TR22 shares0.00%2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC8 shares0.00%2026-03-312026-04-20

RWO SPDR INDEX SHS FDS81 shares-60.87%2026-03-312026-04-20

MGK VANGUARD WORLD FD10 shares0.00%2026-03-312026-04-20

PLD PROLOGIS INC.26 shares0.00%2026-03-312026-04-20

DFAW DIMENSIONAL ETF TRUST39 shares2.63%2026-03-312026-04-20

XLY SELECT SECTOR SPDR TR24 shares0.00%2026-03-312026-04-20

CMF ISHARES TR45 shares0.00%2026-03-312026-04-20

Sponsored

MA MASTERCARD INCORPORATED4 shares0.00%2026-03-312026-04-20

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC24 shares-20.00%2026-03-312026-04-20

MUB ISHARES TR13 shares0.00%2026-03-312026-04-20

UPRO PROSHARES TR10 shares0.00%2026-03-312026-04-20

TFI SPDR SERIES TRUST21 shares0.00%2026-03-312026-04-20

VOE VANGUARD INDEX FDS5 shares0.00%2026-03-312026-04-20

IEMG ISHARES INC12 shares0.00%2026-03-312026-04-20

EMB ISHARES TR6 shares0.00%2026-03-312026-04-20

Sponsored

IAGG ISHARES TR6 shares0.00%2026-03-312026-04-20

AGG ISHARES TR3 shares0.00%2026-03-312026-04-20

SPYM SPDR SERIES TRUST3 shares0.00%2026-03-312026-04-20

BNDX VANGUARD CHARLOTTE FDS4 shares0.00%2026-03-312026-04-20

STIP ISHARES TR1 shares0.00%2026-03-312026-04-20

DFAC

DIMENSIONAL ETF TRUST

1.46%

Shares697.1K

Event2026-03-31

Filed2026-04-20

JPIE

J P MORGAN EXCHANGE TRADED F

1.68%

Shares520.0K

Event2026-03-31

Filed2026-04-20

VCSH

VANGUARD SCOTTSDALE FDS

-5.68%

Shares268.6K

Event2026-03-31

Filed2026-04-20

VCIT

VANGUARD SCOTTSDALE FDS

14.89%

Shares218.7K

Event2026-03-31

Filed2026-04-20

HELO

J P MORGAN EXCHANGE TRADED F

6.38%

Shares266.7K

Event2026-03-31

Filed2026-04-20

VGIT

VANGUARD SCOTTSDALE FDS

3.80%

Shares275.5K

Event2026-03-31

Filed2026-04-20

DFLV

DIMENSIONAL ETF TRUST

3.19%

Shares229.0K

Event2026-03-31

Filed2026-04-20

DFEM

DIMENSIONAL ETF TRUST

1.16%

Shares183.6K

Event2026-03-31

Filed2026-04-20

DISV

DIMENSIONAL ETF TRUST

0.85%

Shares159.6K

Event2026-03-31

Filed2026-04-20

DFIC

DIMENSIONAL ETF TRUST

2.14%

Shares150.5K

Event2026-03-31

Filed2026-04-20

IEI

ISHARES TR

-0.14%

Shares31.4K

Event2026-03-31

Filed2026-04-20

DFSU

DIMENSIONAL ETF TRUST

14.23%

Shares71.3K

Event2026-03-31

Filed2026-04-20

DFGR

DIMENSIONAL ETF TRUST

6.48%

Shares107.9K

Event2026-03-31

Filed2026-04-20

DFSE

DIMENSIONAL ETF TRUST

4.15%

Shares37.5K

Event2026-03-31

Filed2026-04-20

IGSB

ISHARES TR

0.00%

Shares28.6K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-0.14%

Shares5.9K

Event2026-03-31

Filed2026-04-20

DFSI

DIMENSIONAL ETF TRUST

8.50%

Shares32.6K

Event2026-03-31

Filed2026-04-20

DFAI

DIMENSIONAL ETF TRUST

-5.56%

Shares32.2K

Event2026-03-31

Filed2026-04-20

DFIV

DIMENSIONAL ETF TRUST

-0.79%

Shares22.7K

Event2026-03-31

Filed2026-04-20

ACWI

ISHARES TR

-0.84%

Shares7.2K

Event2026-03-31

Filed2026-04-20

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares18.6K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-20